Why are so many advisors adding estate planning solutions to their practices?
Why are so many advisors adding estate planning solutions to their practices?
How can advisors leverage partners to support their transition to the RIA space AND support their new firm’s ongoing needs.
What’s top of mind for CRM users? INTEGRATION!
How (and WHY) are RIAs building their own private and registered funds?
What is a “Data Lake”? And… why should you care…
More ways partners can help advisors transition and thrive in the RIA space: From repapering to selling your business… there’s support for that…
“Evergreen” funds for Alts are a very popular way for investors to get exposure to private equity. Partners Group led the way in 2009 by launching the first one and Rob shares his thoughts on how that space has evolved over the past 15 years since his shop has led the charge.
Chuck took full advantage of this time to pick Dayna’s brain about the different “segments” within the Private Credit landscape. In particular, Dayna shared some very actionable information about how and why advisors need to diversify their exposure to alts.
There are many ways to “go RIA” and there are also many ways RIAs run their business. Mike shared how Captrust helps RIAs leverage Captrusts’ systems and processes to free up their time to focus on growth.
This was a GREAT “Breakaway Success story” !!! 🙌 🙌 🙌 Luke went from having $10M AUM at one of the national BDs. Left with nothing. Then… within 6 years… built a $200M AUM successful RIA.
